Information on adding a Requirement to a Group Allotment in RMS.

Overview

A Group Requirement is a Requirement that will apply to any Reservation made using the Group.

A Group is a named allotment that can be used for a Company, Travel Agent or Master Reservation.

A Requirement is an extra item or service for the Guest that includes the option to charge a fee using a Sundry Charge.

A Sundry Charge is an incidental charge for any item that is not a Rate or Receipt including Add Ons, Credit Notes, Commissions, Deferred Revenue, Expenses, Transfers, Job Maintenance, Meals, POS Lite, Refundable Charges or Bonds, Rental Fees, Requirements and Surcharges.

A Group Requirement can be added to a Group Allotment to only apply to a Reservation that deducts from the elected allotment.

Requirements can be viewed or managed on the 'Requirement/Trace' section or tab of the Reservation and on the To Do Chart.

The Requirement List is a printable report of all Requirements, including the Requirement Details, Reservation, Guest and Requirement Status.

A Guest Facing Requirement can be used to filter the list of Requirements displayed to a Guest when using any of the 'Guest Facing Requirement List' Merge Fields in a Form Letter.

A Group Trace is an inter or intra-departmental note that can be tracked and managed on the Group or To Do Chart.

A Trace can be used to communicate or delegate tasks to a Department.

Guide

In the side menu of RMS, go to Reservations > Groups.

1. Select 'Edit' on an existing Group.
   
    
2. Navigate to the 'Allotments' tab.
3. Select an existing Allotment.
4. Select 'Edit'.
   
    
5. Navigate to the 'Requirements' tab.
6. Select 'Add'.
   
    
7. Select a Requirement.
8. Enter a Description.
   Select the checkbox 'Required Daily' (Optional).
   Select the checkbox 'Appear on Housekeepers Report' (Optional).
   Select the checkbox 'Guest Facing Requirement' (Optional).
   Enter a Note (Optional).
   Select a Sundry Charge and enter the Amount (Optional).
   Select the checkbox 'Charges Required Daily' (Optional).
   Select to Include or Exclude the 'To Date' of the Requirement (Optional).
9. Select 'Save/Exit'.